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Bio

Ben Davis

Ben started his career in financial services as a temp at Charles Schwab in 2007 and eventually became one of the firm’s top financial consultants. He later joined SoundView Advisors as a financial life planner and director of marketing. Ben enjoys working with clients and finding creative solutions to help them have confidence in their financial futures. In his free time, Ben enjoys spending time with his wife Larissa and their three children.

Jacksonville - Town Center, FL Crews-Davis Team

Bio

Michael L. Fetterolf

Michael specialize in investment strategy and management, as well as comprehensive financial advice and retirement planning for high net-worth individuals. He has an extensive background in wealth management including Mellon Bank and BPU Investment Management. Michael lives on a farm with his wife and daughter. He cherishes spending time with his family and enjoys the outdoors while hiking, hunting and fishing. Michael is an avid volunteer in his community of Somerset.

Pittsburgh, PA

Bio

Matt Jelnicky

Matt helps his clients plan financially for every phase of their lives. He was formerly an instructor at a large university teaching tax and accounting classes and has several years’ experience in a “Big 4” firm as well as several years in a regional firm.

Charlotte, NC Long-Jelnicky-Watts Team

Bio

Eric Aanes

Over the course of more than two decades in the financial services industry, Eric held senior management positions with multiple institutional asset managers. Eric believes the skills those jobs required (and the experiences they provided) make him perfectly suited for his current role as Senior Vice President, Financial Advisor & Managing Director. 

Larkspur, CA Central Bay Area Team

Bio

Cherie Delaney

Cherie works closely with client services and the client management teams in the daily operations of the firm. Prior to her current role, she was an Advent Portfolio Specialist at WilmerHale LLP, where she was responsible for managing and maintaining systems support. Before her role at WilmerHale LLP, she worked in operations at Heritage Capital Management, Inc. and B&L Asset Management LLC, the wealth management arm of the Burns & Levinson LLP law firm.

Plymouth, MN

Bio

Brian Tegnander

Brian works closely with clients to help them prioritize their goals and create effective financial plans that help them to achieve their goals. He enjoys helping clients better understand how to manage their portfolios through education and takes great pride in enabling clients to enjoy the fruits of their labor by maximizing their financial circumstances.

Goshen, NY 10-15 Team

Bio

Benjamin Wada

As a financial advisor with Wealth Enhancement, Ben creates customized, comprehensive strategies to help grow and preserve his clients’ wealth. Leveraging his financial planning background, Ben brings more than 14 years in the wealth management industry, most recently as a wealth advisor with the Householder Group Estate & Retirement Specialists.  Ben and his wife, Lydia, are active members of their church.

Brea, CA Soler-Conklin Team

Bio

James Byrd

As a financial advisor with Wealth Enhancement, Jim specializes in tax strategies and estate-planning techniques to reduce income and estate taxes for his clients. He brings more than 20 years of experience specializing in financial and estate planning strategies, as well as asset allocation.

Albuquerque, NM Byrd Team

Bio

Samuel Soler-Conklin

Samuel is an experienced investment professional specializing in investment and estate planning strategies. As a financial advisor with Wealth Enhancement, Samuel develops and implements tax strategies and estate planning techniques to reduce income and estate taxes for his clients. In addition, he leverages sophisticated investment strategies with a focus on capital preservation, customized income strategies, and multi-generational wealth preparation for his clients.

Brea, CA Soler-Conklin Team

Bio

Bryan Sadoff

Bryan has vast experience in the financial and investment industry that started in 1988. Bryan provides personalized financial management and advice designed to help his high net worth clients reach their financial goals. He is interested in building long-term relationships based upon mutual trust and understanding. He believes that frequent communication and ongoing education will help the client – advisor relationship succeed.

Milwaukee, WI Sadoff Team